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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,275 | $86,922+84.4% | $102,438+56.5% | $80,874+98.2% |
| Participation rate | 98.5% | 72.4%+26.1pp | 76.5%+22.0pp | 67.6%+30.8pp |
| Annual return | 49.34% | 18.90%+30.4pp | 29.37%+20.0pp | 35.62%+13.7pp |
| Employer contribution / active EE | $12,705 | $2,369+436.2% | $3,024+320.2% | $2,756+361.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,607 | $8,050+19.3% | $9,448+1.7% | $6,935+38.5% |